Four Steps to a High-Net-Worth Practice

Businesswoman holding giant dollar symbolYou have the knowledge. It’s time to apply it.

By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice

The world has changed in ways we can see and some that we do not yet understand. Some of these changes have been in process before the COVID-19 crisis, such as greater competition, the use of artificial intelligence, and the immense increase in private wealth.

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Other changes, such as the way people are and will likely continue to interact, are a function of the crisis. For example, video calls and conferences are going to become a bigger part of the way professionals interact with clients and each other.